Chemtrade Logistics Income Fund (CHE.UN) Stock Overview
Offers industrial chemicals and services in Canada, the United States, and Brazil. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 3/6 |
| Dividends | 3/6 |
CHE.UN Community Fair Values
Create NarrativeSee what 36 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Chemtrade Logistics Income Fund Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$16.06 |
| 52 Week High | CA$18.43 |
| 52 Week Low | CA$10.95 |
| Beta | 1.06 |
| 1 Month Change | -7.65% |
| 3 Month Change | -1.77% |
| 1 Year Change | 46.00% |
| 3 Year Change | 94.20% |
| 5 Year Change | 139.70% |
| Change since IPO | 56.68% |
Recent News & Updates
Narrative Update • Jun 22
CHE.UN: Buybacks And Water-Focused Acquisitions Will Shape Future Income Potential
Analysts have lifted their average price target for Chemtrade Logistics Income Fund by CA$1.00 to CA$19.75, reflecting a series of recent target increases and rating changes across firms. Analyst Commentary Recent analyst actions on Chemtrade Logistics Income Fund show a mix of optimism on valuation and execution, along with some caution about how the story unfolds from here.Narrative Update • Jun 05
CHE.UN: Capital Structure Cleanup And Buybacks Will Shape Future Income Potential
Analysts have modestly raised their average price target on Chemtrade Logistics Income Fund to around CA$19 to CA$20, citing updated assumptions for slightly higher revenue growth, a somewhat lower discount rate, and a higher future P/E multiple, even as forecast profit margins are trimmed. Analyst Commentary Recent research on Chemtrade Logistics Income Fund reflects a mix of optimism and caution, with several analysts revisiting their models and ratings in light of updated assumptions and valuation frameworks.Narrative Update • May 20
CHE.UN: Buybacks And Higher Earnings Power Assumptions Will Shape Future Income Potential
Analysts have lifted the fair value estimate for Chemtrade Logistics Income Fund to CA$19.75 from CA$19.18, citing recent target increases from CA$17 to CA$19 and from CA$18 to CA$20, along with updated assumptions for revenue growth, profit margins and forward P/E multiples. Analyst Commentary Recent research on Chemtrade Logistics Income Fund shows both constructive and cautious views on the stock, centered on valuation, execution and growth expectations.Recent updates
Narrative Update • Jun 22
CHE.UN: Buybacks And Water-Focused Acquisitions Will Shape Future Income Potential
Analysts have lifted their average price target for Chemtrade Logistics Income Fund by CA$1.00 to CA$19.75, reflecting a series of recent target increases and rating changes across firms. Analyst Commentary Recent analyst actions on Chemtrade Logistics Income Fund show a mix of optimism on valuation and execution, along with some caution about how the story unfolds from here.Narrative Update • Jun 05
CHE.UN: Capital Structure Cleanup And Buybacks Will Shape Future Income Potential
Analysts have modestly raised their average price target on Chemtrade Logistics Income Fund to around CA$19 to CA$20, citing updated assumptions for slightly higher revenue growth, a somewhat lower discount rate, and a higher future P/E multiple, even as forecast profit margins are trimmed. Analyst Commentary Recent research on Chemtrade Logistics Income Fund reflects a mix of optimism and caution, with several analysts revisiting their models and ratings in light of updated assumptions and valuation frameworks.Narrative Update • May 20
CHE.UN: Buybacks And Higher Earnings Power Assumptions Will Shape Future Income Potential
Analysts have lifted the fair value estimate for Chemtrade Logistics Income Fund to CA$19.75 from CA$19.18, citing recent target increases from CA$17 to CA$19 and from CA$18 to CA$20, along with updated assumptions for revenue growth, profit margins and forward P/E multiples. Analyst Commentary Recent research on Chemtrade Logistics Income Fund shows both constructive and cautious views on the stock, centered on valuation, execution and growth expectations.Analysis Article • May 15
Chemtrade Logistics Income Fund Just Missed Earnings - But Analysts Have Updated Their Models
Chemtrade Logistics Income Fund ( TSE:CHE.UN ) just released its latest first-quarter report and things are not looking...Narrative Update • May 02
CHE.UN: Buybacks And Mixed Rating Shifts Will Shape Future Income Power
Analysts have raised their fair value estimate for Chemtrade Logistics Income Fund from about CA$18.32 to CA$19.18, citing updated expectations for revenue growth, profit margins and a slightly lower discount rate following recent rating changes. Analyst Commentary Recent Street research on Chemtrade Logistics Income Fund reflects a mix of optimism and caution, with several ratings and fair value views being adjusted over a short period.Narrative Update • Apr 17
CHE.UN: Buybacks And Cautious Earnings Assumptions Will Support Future Income Power
Analysts have trimmed their Chemtrade Logistics Income Fund price targets slightly, with the implied fair value moving from about CA$18.39 to CA$18.32. Updated assumptions for discount rate, revenue growth, profit margins and future P/E reflect a more cautious stance following recent downgrades at several firms.
New Narrative • Apr 15
Semiconductor Demand And Municipal Water Contracts Will Support Long Term Earnings Resilience
Catalysts About Chemtrade Logistics Income Fund Chemtrade Logistics Income Fund supplies industrial and water treatment chemicals across North America and operates a range of sulphur based, water and electrochemical businesses. What are the underlying business or industry changes driving this perspective?Narrative Update • Apr 03
CHE.UN: Buybacks And Higher Distributions Will Support Future Earnings Power
Analysts kept their fair value estimate for Chemtrade Logistics Income Fund steady at CA$18.39 while making only small tweaks to the discount rate, reflecting updated assumptions on long term growth, margins, and future P/E without a material shift in the overall price target narrative. Analyst Commentary Recent commentary around Chemtrade Logistics Income Fund has focused on how updated assumptions on long term growth, profitability, and future P/E feed into the unchanged fair value estimate.Narrative Update • Mar 20
CHE.UN: Buybacks And Higher Distributions Will Support Future Upside Potential
Narrative update The analyst price target for Chemtrade Logistics Income Fund has been reduced. This reflects a slightly lower assumed future P/E of about 13.20x, as analysts factor in more conservative earnings and margin expectations while keeping fair value essentially unchanged at around CA$18.39.Narrative Update • Mar 06
CHE.UN: Future Distribution Increases And Buybacks Will Support Further Upside
Narrative Update Analysts have modestly raised their price target on Chemtrade Logistics Income Fund to CA$18.39, reflecting slightly higher assumed discount rates, somewhat lower expectations for revenue growth and profit margins, and a higher forward P/E multiple in their updated models. Analyst Commentary Analysts covering Chemtrade Logistics Income Fund are weighing the updated price target assumptions against the fund's execution risks and valuation support.Narrative Update • Feb 20
CHE.UN: Future Distribution Increases Will Support Upside From Current Levels
Narrative Update on Chemtrade Logistics Income Fund Analysts have revised their CA$ price target for Chemtrade Logistics Income Fund to CA$18.39, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E, while keeping their fair value view unchanged. Analyst Commentary Analysts updating their work on Chemtrade Logistics Income Fund are using the revised CA$18.39 price target as a reference point for both upside potential and execution risk.Narrative Update • Feb 05
CHE.UN: Organic Project Execution And Balance Sheet Strength Will Drive Future Upside
Analysts have nudged their price targets for Chemtrade Logistics Income Fund higher into a C$18 to C$21 range, citing recent target increases and supportive views on the fund's growth pipeline, balance sheet, and valuation. Analyst Commentary Recent research updates cluster around higher price targets for Chemtrade Logistics Income Fund, with a range now running from C$18 to C$21.Narrative Update • Jan 22
CHE.UN: Organic Growth Pipeline And Balance Sheet Strength Will Support Future Upside
Analysts have trimmed their fair value estimate for Chemtrade Logistics Income Fund to about C$18.39 from roughly C$18.54, as a slightly higher discount rate and modestly adjusted margin and P/E assumptions balance against updated views on revenue growth and a series of recent price target increases across the Street. Analyst Commentary Street research has recently tilted more constructive on Chemtrade Logistics Income Fund, with several price targets now clustered in the C$18 to C$21 range.Narrative Update • Jan 07
CHE.UN: Organic Growth Pipeline And Strong Balance Sheet Will Drive Further Upside
Analysts have lifted their price target range on Chemtrade Logistics Income Fund to C$18 to C$21, citing recent target increases, an outsized beat and raise print, an attractive pipeline of organic growth opportunities, a robust balance sheet, and a valuation that they view as compelling. Analyst Commentary Recent research updates on Chemtrade Logistics Income Fund have skewed clearly positive, with several firms lifting their price targets into a higher C$18 to C$21 range and reinforcing constructive views on execution and balance sheet strength.Narrative Update • Dec 14
CHE.UN: Recent Rating Upgrades Will Drive Further Upside Potential
Analysts have lifted their price target on Chemtrade Logistics Income Fund from C$16 to a range of C$18 to C$21, reflecting increased confidence in the company’s growth prospects, profitability profile, and valuation. Analyst Commentary Analyst updates on Chemtrade Logistics Income Fund have been uniformly constructive, with multiple firms lifting both ratings and price targets as they reassess the company’s earnings power and growth outlook.Analysis Article • Dec 13
Should You Investigate Chemtrade Logistics Income Fund (TSE:CHE.UN) At CA$14.87?
While Chemtrade Logistics Income Fund ( TSE:CHE.UN ) might not have the largest market cap around , it saw a...Narrative Update • Nov 28
CHE.UN: Upgrades And Earnings Beat Expected To Drive Further Upside
Chemtrade Logistics Income Fund's average analyst price target has increased from C$16.54 to C$18.54. This change reflects heightened optimism driven by recent analyst upgrades, which have cited strong earnings performance, an improved profit outlook, and a robust growth pipeline.Narrative Update • Nov 13
CHE.UN: Upgrades And Share Buyback Expected To Support Balanced Outlook
Analysts have raised their average price target for Chemtrade Logistics Income Fund from C$15.50 to approximately C$16.54. They cited the company's continued earnings outperformance, improved growth prospects, and robust financial position.Analysis Article • Aug 22
Chemtrade Logistics Income Fund's (TSE:CHE.UN) Soft Earnings Don't Show The Whole Picture
Chemtrade Logistics Income Fund's ( TSE:CHE.UN ) recent soft profit numbers didn't appear to worry shareholders, as the...Narrative Update • Aug 19
Investments In Water Chemicals And Ultrapure Acid Will Secure Future Success
Analysts have raised Chemtrade Logistics Income Fund’s price target to CA$15.50, citing strong Q2 earnings, improved guidance, optimism around the North Vancouver plant lease renewal, and robust sector dynamics. Analyst Commentary Bullish analysts raise price targets following Chemtrade's strong Q2 earnings and upward revision to company guidance.Analysis Article • May 06
We Think Chemtrade Logistics Income Fund's (TSE:CHE.UN) CEO Compensation Looks Fair
Key Insights Chemtrade Logistics Income Fund's Annual General Meeting to take place on 13th of May CEO Scott Rook's...Analysis Article • Mar 08
These 4 Measures Indicate That Chemtrade Logistics Income Fund (TSE:CHE.UN) Is Using Debt Extensively
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Narrative • Feb 23
Ultrapure Sulfuric Acid Expansion For Semiconductors May Improve Future Prospects, But Margin Pressures And Lease Risks Persist
Expanding production at key facilities positions Chemtrade to capitalize on high-demand markets, potentially boosting revenue and profit margins significantly.Analysis Article • Feb 04
Is There An Opportunity With Chemtrade Logistics Income Fund's (TSE:CHE.UN) 31% Undervaluation?
Key Insights Chemtrade Logistics Income Fund's estimated fair value is CA$14.63 based on 2 Stage Free Cash Flow to...Analysis Article • Jul 26
Chemtrade Logistics Income Fund (TSE:CHE.UN) Has Announced A Dividend Of CA$0.055
Chemtrade Logistics Income Fund ( TSE:CHE.UN ) will pay a dividend of CA$0.055 on the 30th of August. Based on this...Analysis Article • Apr 26
Chemtrade Logistics Income Fund (TSE:CHE.UN) Has Announced A Dividend Of CA$0.055
Chemtrade Logistics Income Fund ( TSE:CHE.UN ) has announced that it will pay a dividend of CA$0.055 per share on the...Shareholder Returns
| CHE.UN | CA Chemicals | CA Market | |
|---|---|---|---|
| 7D | 3.8% | -6.1% | -1.8% |
| 1Y | 46.0% | 22.3% | 30.6% |
Return vs Industry: CHE.UN exceeded the Canadian Chemicals industry which returned 22.3% over the past year.
Return vs Market: CHE.UN exceeded the Canadian Market which returned 30.6% over the past year.
Price Volatility
| CHE.UN volatility | |
|---|---|
| CHE.UN Average Weekly Movement | 7.2% |
| Chemicals Industry Average Movement | 9.3% |
| Market Average Movement | 9.8% |
| 10% most volatile stocks in CA Market | 16.4% |
| 10% least volatile stocks in CA Market | 3.7% |
Stable Share Price: CHE.UN has not had significant price volatility in the past 3 months compared to the Canadian market.
Volatility Over Time: CHE.UN's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2001 | n/a | Scott Rook | www.chemtradelogistics.com |
Chemtrade Logistics Income Fund offers industrial chemicals and services in Canada, the United States, and Brazil. It operates through the Sulphur and Water Chemicals (SWC), and Electrochemicals (EC) segments. The company offers sulphuric acid products, including merchant, regen, and ultrapure acid; emulsified, molten, and prilled sulphur; ammonium sulphate, carbon disulphide, hydrogen sulphide, liquid sulphur dioxide, sodium bisulphite, sodium hydrosulphite, and zinc oxide; coagulants comprising aluminum chloride and chlorohydrate, aluminum and ferric sulphate, polyaluminum chloride and chlorosulphate, polyaluminum silicate sulphate, and sodium aluminate; poultry litter amendment; and water treatment products, such as liquid ammonium sulphate, calcium hydroxide slurry, and copper sulphate.
Chemtrade Logistics Income Fund Fundamentals Summary
| CHE.UN fundamental statistics | |
|---|---|
| Market cap | CA$1.74b |
| Earnings (TTM) | CA$115.69m |
| Revenue (TTM) | CA$2.03b |
15.5x
P/E Ratio0.9x
P/S RatioIs CHE.UN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CHE.UN income statement (TTM) | |
|---|---|
| Revenue | CA$2.03b |
| Cost of Revenue | CA$1.58b |
| Gross Profit | CA$453.79m |
| Other Expenses | CA$338.10m |
| Earnings | CA$115.69m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.04 |
| Gross Margin | 22.30% |
| Net Profit Margin | 5.69% |
| Debt/Equity Ratio | 146.9% |
How did CHE.UN perform over the long term?
See historical performance and comparisonDividends
4.5%
Current Dividend Yield68%
Payout RatioDoes CHE.UN pay a reliable dividends?
See CHE.UN dividend history and benchmarks| Chemtrade Logistics Income Fund dividend dates | |
|---|---|
| Ex Dividend Date | May 29 2026 |
| Dividend Pay Date | Jun 30 2026 |
| Days until Ex dividend | 28 days |
| Days until Dividend pay date | 4 days |
Does CHE.UN pay a reliable dividends?
See CHE.UN dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/25 21:52 |
| End of Day Share Price | 2026/06/25 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Chemtrade Logistics Income Fund is covered by 10 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joel Jackson | BMO Capital Markets Equity Research |
| Hamir Patel | CIBC Capital Markets |
| Gary Ho | Desjardins Securities Inc. |